HighTower Advisors’s Zevia ZVIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-50,000
| Closed | -$193K | – | 3363 |
|
|
2023
Q1 | $193K | Hold |
50,000
| – | – | ﹤0.01% | 2757 |
|
|
2022
Q4 | $205K | Hold |
50,000
| – | – | ﹤0.01% | 2730 |
|
|
2022
Q3 | $216K | Sell |
50,000
-782
| -2% | -$3.38K | ﹤0.01% | 2540 |
|
|
2022
Q2 | $143K | Sell |
50,782
-28
| -0.1% | -$79 | ﹤0.01% | 2684 |
|
|
2022
Q1 | $232K | Sell |
50,810
-19,190
| -27% | -$87.6K | ﹤0.01% | 2690 |
|
|
2021
Q4 | $494K | Buy |
70,000
+50,000
| +250% | +$353K | ﹤0.01% | 2153 |
|
|
2021
Q3 | $230K | Buy |
+20,000
| New | +$230K | ﹤0.01% | 2598 |
|